Senior Financial Planner Support Specialist
1 week ago
A seasoned Paraplaner is required to provide expert support to a financial planning team. The ideal candidate will be responsible for creating comprehensive Statements of Advice and Records of Advice, as well as conducting product comparisons and strategy modeling for superannuation, insurance, and pension products.
Core Responsibilities:- Prepare detailed SOAs and ROAs in accordance with regulatory requirements.
- Conduct thorough product comparisons and strategy modeling for superannuation, insurance, and pension products.
- Collaborate with senior planners to implement tailored financial strategies for clients.
- Ensure all financial plans comply with relevant regulations.
This role requires strong analytical skills, attention to detail, and excellent communication skills. The successful candidate will have experience in paraplaning, proficiency with financial planning tools, and the ability to work collaboratively with financial advisers.
Essential Requirements:- Minimum 3 years of experience in paraplaning roles.
- Strong understanding of financial planning principles and regulatory guidelines.
- Proficiency in using financial planning software such as Xplan, Midwinter, and AdviserLogic.
- Excellent analytical skills with the ability to model complex financial strategies.
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